M&A Lead Analyst - Vice President
About The Position
The M&A Lead Analyst is a strategic professional who stays current with developments in the field and contributes to directional strategy by applying expertise to their work and the business. The role is a recognized technical authority within an area of the business, requires basic commercial awareness, and calls for developed communication and diplomacy skills to guide, influence, and convince colleagues and occasional external customers. The position delivers complex work with significant impact on its area and provides advice related to business technology or operations; its work affects the performance and effectiveness of the broader sub-function or job family. The role participates in assessing and executing strategic transactions for Citi, including researching acquisition and divestiture targets, analyzing opportunities, supporting deal teams, and contributing to financial modeling, due diligence, negotiation, approvals, closing, and integration. It also prepares analyses, reports, updates, marketing materials, and approval documents for executives, regulators, and the Board of Directors. The analyst applies in-depth disciplinary and industry knowledge, evaluates moderately complex issues with potentially substantial impact, and supports process improvements. The position regularly takes informal or formal leadership roles and helps coach and train new recruits. The analyst is expected to assess risk appropriately, safeguard Citi’s reputation and assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
Requirements
- 6–10 years of professional investment banking experience with significant M&A exposure.
- Excellent analytical and financial modeling skills.
- Solid Microsoft Excel and PowerPoint skills.
- Financial services expertise.
- Bachelor’s degree; a master’s degree may also be applicable.
Responsibilities
- Participate in assessing and executing strategic transactions for Citi.
- Contribute to identifying, analyzing, and prioritizing strategic transaction targets, including contacting prospective targets or their professional advisors to discuss opportunities.
- Assist with financial models and projections and assemble and coordinate due diligence processes.
- Assist with transaction negotiation and documentation, coordinate internal approval processes, and help prepare related presentation and notification materials.
- Aid in closing transactions and integrating assets into Citi’s management structure, operating and financial reporting platforms, and other systems.
- Research potential acquisition and divestiture targets; prepare financial analyses and models; produce reports and updates for executives and regulators; and participate in preparing marketing materials and approval documents for executives and the Board of Directors.
- Support deal teams through project management, due diligence, financial modeling, and exploratory research, independently or in support of senior Corporate M&A professionals.
- Apply in-depth disciplinary knowledge, contribute to developing new techniques, and improve processes and workflows.
- Integrate subject matter and industry expertise within a defined area and coordinate contributions to sub-function and overall business objectives.
- Evaluate moderately complex, variable issues with potentially substantial impact by weighing alternatives and balancing conflicting situations using multiple information sources.
- Filter, prioritize, and validate complex and dynamic material from multiple sources using analytical skills.
- Influence decisions through advice, counsel, or facilitating services in the area of specialization.
- Assume informal or formal leadership roles within teams and coach and train new recruits.
- Assess risk in business decisions, drive compliance with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical, dental, and vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off, including planned vacation, unplanned sick leave, and paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Senior
